|
1
|
Bank of New York Mellon
New York
|
$147M
|
-$60.4M
|
-2,384,277
|
-27%
|
|
|
2
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$45.3M
|
+$915K
|
+36,138
|
+2%
|
|
|
3
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$41.6M
|
+$17.4M
|
+689,166
|
+63%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$39.7M
|
+$43.2M
|
+1,706,022
|
New
|
|
|
5
|
Zhang Financial
Portage,
Michigan
|
$22M
|
+$5.16M
|
+203,919
|
+28%
|
|
|
6
|
Flow Traders U.S.
New York
|
$4.97M
|
+$468K
|
+18,474
|
+9%
|
|
|
7
|
WealthBridge Capital Management
Westerville,
Ohio
|
$4.04M
|
+$1M
|
+39,648
|
+30%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$3.2M
|
+$573K
|
+22,632
|
+20%
|
|
|
9
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$2.17M
|
+$2.35M
|
+92,988
|
New
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.97M
|
+$1.33M
|
+52,404
|
+162%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.71M
|
+$710K
|
+28,029
|
+62%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$1.2M
|
+$123K
|
+4,848
|
+10%
|
|
|
13
|
Fort Point Capital Partners
San Francisco,
California
|
$824K
|
+$98.7K
|
+3,900
|
+12%
|
|
|
14
|
|
$614K
|
–
|
–
|
–
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$412K
|
+$239K
|
+9,435
|
+114%
|
|
|
16
|
|
$351K
|
-$301K
|
-11,904
|
-44%
|
|
|
17
|
Atria Wealth Solutions
New York
|
$244K
|
+$3.8K
|
+150
|
+1%
|
|
|
18
|
Altium Wealth Management
Purchase,
New York
|
$220K
|
–
|
–
|
–
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$206K
|
+$3.34K
|
+132
|
+2%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$122K
|
+$105K
|
+4,128
|
+369%
|
|
|
21
|
Geneos Wealth Management
Englewood,
Colorado
|
$120K
|
–
|
–
|
–
|
|
|
22
|
Private Trust Company
Cleveland,
Ohio
|
$92K
|
+$99.8K
|
+3,942
|
New
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$91K
|
–
|
–
|
–
|
|
|
24
|
SeaCrest Wealth Management
Purchase,
New York
|
$42K
|
+$45.9K
|
+1,815
|
New
|
|
|
25
|
IFP Advisors
Tampa,
Florida
|
$26K
|
–
|
–
|
–
|
|
